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Belpointe Asset Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Belpointe Asset Management’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,200
Closed -$25.7K – 1421
2023
Q1 		$25.7K Sell
2,200
-1,496
-40% -$17.3K ﹤0.01% 2159
2022
Q4 		$40.1K Buy
+3,696
New +$42.5K ﹤0.01% 1735

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Belpointe Asset Management's ETY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2023, closing a stake of 2,200 shares — an estimated $25.7K sold.

Belpointe Asset Management first reported a position in ETY in Q4 2022 and held it in 2 quarters. The position peaked at $40.1K in Q4 2022. 165 funds tracked by Wall St. Rank hold ETY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,200 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2023, an estimated $25.7K.
  • Belpointe Asset Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $40.1K in Q4 2022.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.